SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,214,219 | +53.0% | 84,538 | +58.6% | 2.27% | +50.9% |
| Q2 2023 | $2,755,041 | +222.7% | 53,289 | +605.4% | 1.50% | +89.4% |
| Q1 2023 | $853,678 | -53.7% | 7,554 | +142.3% | 0.79% | -39.9% |
| Q4 2022 | $1,842,184 | -1.3% | 3,118 | -93.0% | 1.32% | -17.1% |
| Q3 2022 | $1,867,000 | -0.6% | 44,466 | +1203.2% | 1.59% | -14.4% |
| Q2 2022 | $1,878,000 | -77.1% | 3,412 | -97.8% | 1.86% | -73.8% |
| Q1 2022 | $8,199,000 | +860.1% | 153,572 | +1933.0% | 7.10% | +785.7% |
| Q4 2021 | $854,000 | – | 7,554 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |